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Votes
2
Multiple Billing Rates in SM
We bill our Technicians services based on the skill level required. For Example, we charge a lower rate for someone just picking up trash than we do for HVAC services. ...by: Elizabeth H. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
2
AB - Checkbox for street and remittance address to be the same so it ...
In address book there should be a checkbox if the Street address is the same as remittance address without having to type it in both placesby: Amy M. | over a year ago | Last activity over a year ago | Status changed over a year ago | 7 General Enhancements
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Votes
2
Add ability to lock filing status and number of exemptions in payroll
Allow certain confidential cells to be locked and only available to certain rights. Examples are Fling status, number of exemptions, social security number etc.by: Gaylene W. | over a year ago | Last activity over a year ago | Status changed over a year ago | 6 Payroll
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Votes
2
When entering GL Budgets, let me copy and paste rows from excel
We can currently copy and paste the contents of one cell, but it would be wonderful to be able to copy & paste in entire budget rows or a range of cells.by: Michelle T. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
2
Add total line on contract totals tab for PJ change request ...
The bottom grid change request amounts do not flow to the contract, contract totals approved change order cost type accumulator buckets. Add a new total line for ...by: Char F. | over a year ago | Last activity over a year ago | Status changed over a year ago | 7 General Enhancements
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Votes
2
EQ - Interface with GL and AP Recurring entries so Equipment is setup ...
It doesn't make for efficiency or sense to have to setup Equipment in GL, AP recurring entries, and EQ. Please make it efficient so we can book the purchase to the GL ...by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
2
PO option to make the item code mandatory
One team would like to make the item code mandatory, and perhaps also either disable or hide the Description column. It is important that each line has a valid item ...by: Jules C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 4 Purchasing & Inventory
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Votes
2
Only show current period transactions in bank reconciliation
When you do a bank recon, you can see all transactions that are posted to GL, even though they are in a future period. There should be an option to only see transactions ...by: Linda S. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
2
Commitment screen "List" button box should have more information.
On the Commitment screen, the "List" button on the bottom should have more information in the box that pops up. The Commitment number should be listed as well as the ...by: Denise D. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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Votes
2
Public formulas
It would be nice to show where the public formula is being used in the system or stop it from being deleted if the public formula is being used in one of the calculation ...by: Anna L. | over a year ago | Last activity over a year ago | Status changed over a year ago | 7 General Enhancements
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Votes
2
why can you close a job/contract when there is an amount to bill
They system allows a job or contract to be closed when there is still an amount to bill. For expample a holdback or a change order. It would be beneficial to have a ...by: Sharon D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
2
Equipment needs a report that shows the date sold
There is no condition available to filter the date sold in the equipment moduleby: Brenda P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
2
Find out why drag and drop functionality will not work on Windows 10.
The drag and drop functionality that Windows 7 had is not functioning in Windows 10. For example … Under Project Management --> Document --> Drawing Log you could drag ...by: Tony C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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Votes
2
Make AR Status Notes ODBC replaceable (to reduce time entry needed to ...
Make AR Status Notes ODBC replaceable (to reduce time entry needed to update them)!by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 7 General Enhancements
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Votes
2
Employee trade qualification and skills
To be able to monitor and list an employee's trade qualification and expiry date (if applicable). For example. if an employee has a forklift operator ticket to be able ...by: marco s. | over a year ago | Last activity over a year ago | Status changed over a year ago | 6 Payroll
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Votes
2
Employee termination date
during the time entry, when we enter the employee that has already been terminated, we dont know when the person is terminated or if it is a recent one, whether a check ...by: Anna L. | over a year ago | Last activity over a year ago | Status changed over a year ago | 6 Payroll
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Votes
2
Enhancement requests: Since compliance management came with release ...
Enhancement requests: Since compliance management came with release 13.1, invoice column in select invoices to pay was truncated to 11 characters, it should not cut off ...by: joseph m. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
2
Job cost-task-change entries. When units are changed the amount needs ...
Job cost-task-change entries. When units are changed the amount needs to be manually entered. Please change to an automatic calculation of units x unit cost. If you do ...by: Joanne H. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
2
Please give the option in SM to restock via inventory or send restock ...
We are trying to eliminate having an inventory at our facility. When we run truck restock reports please give an option to restock from inventory, or send the restock ...by: Joseph F. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
2
Standard Payroll Inquiries - EE Setup
Standard Payroll Inquiries to include Inquiries that will pull a list of what is set-up in the employee's pay, deduction, fringes, taxes, state.by: Becky G. | over a year ago | Last activity over a year ago | Status changed over a year ago | 6 Payroll
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